Operations Expert-U

Ameriprise • Charlotte, NC

7d • Onsite

About The Position

As a subject matter expert, independently process, reconcile and/or balance for the assigned product according to department policy and procedures. Research and respond to more complex issues escalated from operations teams, and take a lead role in communicating resolution status updates to appropriate parties. Identify process improvements and implement solutions as appropriate. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.

Requirements

• High School Diploma or GED
• 3-5 years of relevant experience.
• Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
• 3+ years of operations, processing, or customer service experience.
• Proven ability to research and resolve issues, with demonstrated analytical and problem solving skills.
• Strong attention to detail, with the ability to work under tight time frames and deadlines, while achieving a high degree of accuracy.
• Effective written and verbal communication skills with ability to understand and communicate complex issues.

Nice To Haves

• Product-specific or financial services industry experience.
• Finra Series 7

Responsibilities

• Processing all voluntary reorganization events that come through DTCC.
• Working with advisors, clients, internal and external business partners to answer all questions in the voluntary reorg space and process some events.
• Monitoring and responding to all inquiries that come into the reorg email box.
• Monitoring and working items on various break sheets and control sheets.
• Cross training with other teammates as needed to help with high volumes.
• Processing transactions, including both routine and sophisticated, involving high-priority accounts in a timely, efficient, and accurate manner.
• Completing day-to-day operations processing tasks.
• Identifying process improvements and implementing solutions as appropriate.
• Participating in various team or department project requests, as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED